Financial Consultant@ Midwestern Securities Trading Company, LLC
Peoria, Illinois, United States
William Fitzgerald
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Eastern Illinois University
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FlashIntel GPTWilliam Fitzgerald is a highly experienced financial advisor with 12.7 years of work experience. He has a strong background in military leadership and finance, with a security clearance and operational planning. Based in the United States, William is dedicated to providing exceptional service to his clients, ensuring their financial planning needs are met. He has worked as a Financial Consultant and Airborne Infantryman, showcasing his expertise in various industries. With a commitment to exceeding expectations, William is committed to providing exceptional service to his clients.
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Emails and Phone Numbers
About
I strive to be the first-choice, trusted financial advisor for my clients’ every financial planning need. I’m committed to providing service to my clients that exceeds their expectations. I can assist clients with individual retirement accounts, employer-sponsored retirement plans, investment brokerage services, college savings plans, trust accounts, insurance products and services, and more.
Work Experience
Financial Consultant
William Fitzgerald's Professional Milestones
- Airborne Infantryman (2011-01-01~2014-01-01): Enforced optimal operational efficiency through the implementation of advanced technology and effective coordination.
- Financial Consultant (2015-01-01~): Implementing strategic financial solutions to optimize business performance and drive sustainable growth.
Education
Skill
Military
Leadership
Army
Finance
Security Clearance
Operational Planning
Military Operations
Military Experience
Command
Dod
Series 7
Series 66
Life Insurance
Health Insurance
Certification
Colleagues
Jason Stadsholt
Financial Advisor
Mike McCarthy
Financial Advisor
Kristen Wise
Financial Advisor Traine
Nathan White, CPFA, AIF®
Chief Financial Officer | Financial And Operations Principal
Mike Manley
National Sales Manager
Other Named William Fitzgerald
Frequently asked questions
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William Fitzgerald's social media include: Linkedin,
William Fitzgerald works for Midwestern Securities Trading Company, LLC
William Fitzgerald's role in Midwestern Securities Trading Company, LLC is Financial Consultant
William Fitzgerald's colleagues are Jason Stadsholt,Mike McCarthy,Kristen Wise
William Fitzgerald's latest job experience is Financial Consultant at Midwestern Securities Trading Company, LLC
William Fitzgerald's latest education in Eastern Illinois University
